Forecast Comparison Dashboard - EcoSys - 3.01 - Help - Hexagon PPM

EcoSys Projects Help (3.01)

PPMProduct
EcoSys
PPMCategory_custom
Help
Version_EcoSysStand
3.01

The Forecast Comparison Dashboard uses the project object hierarchy to show a comparison of costs beginning with the original budget, moving to the current budget, current forecast and prior working forecasts. This data is represented in both graphical and tabular formats.

  1. Navigate to Forecasts > Forecast Comparison.

  2. In the Project Navigation Register panel, do the following:

    1. (Optional) In the green parameter bar, click the Project Controller ellipsis to select the project controller.

      All the projects that are controlled by the selected project controller are displayed.

    2. (Optional) In the green parameter bar, click the Project Manager ellipsis to select the project manager of the project.

    3. (Optional) In the green parameter bar, click the Portfolio ellipsis to select the portfolio to which the project belongs to.

    4. Select the required project row to view and edit its project details.

      The project details are displayed on the right-hand side.

      (Or)

      On the right-hand side, at the top of the screen, in the green parameter bar, click the Project ellipsis to select the required project.

  3. At the top of the screen, in the green parameter bar:

    1. Click the Snapshot A ellipsis to select the required project period.

    2. Click the Snapshot B ellipsis to select the required project period.

    3. Click the Snapshot C ellipsis to select the required project period.

  4. If required, click REFRESH to update the screen.

    The object data appears in the Forecast Comparison Summary panel along with a graph in Forecast Comparison Chart.

    The below listed details appear in the Forecast Comparison Summary panel:

    • Path ID - Displays the path ID of the object.

    • Name - Displays the name of the of the object.

    • Original Budget - Displays the original budget of the object.

    • Current Budget - Displays the current budget of the object.

    • Current Forecast - Displays the current forecast of the object.

    • Year Month <Snapshot A> - Displays the working forecast of the project period selected in Snapshot A.

    • Year Month <Snapshot B> - Displays the working forecast of the project period selected in Snapshot B.

    • Year Month <Snapshot C> - Displays the working forecast of the project period selected in Snapshot C.

    • Project Manager - Displays the project manager name.

      You can customize the view of the Forecast Comparison Summary panel from the view settings.

The Forecast Comparison Chart displays the original budget, current budget, current forecast of project. Also, the working forecast of selected project periods appear.